See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,886 | $89,355-30.7% | $141,162-56.2% | $72,985-15.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.19% | 111.85%-84.7pp | 71.39%-44.2pp | 81.00%-53.8pp |
| Employer contribution / active EE | $2,526 | $3,114-18.9% | $4,735-46.6% | $2,440+3.5% |
| Participant deferral / active EE | $4,862 | $5,418-10.3% | $6,709-27.5% | $3,607+34.8% |
| Admin fee / account holder | $938 | $5,958-84.3% | $10,261-90.9% | $5,124-81.7% |